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Stock market

Five Lessons from Goldsky

Jul 2019

12 July 2019   Over the weekend, the Australian Financial Review profiled one of the victims (story behind paywall) of the alleged Goldsky ponzi scheme, along with ASIC’s apparent lack of action in shutting Goldsky down before too many unsuspecting investors were drawn in. We briefly wrote about Goldsky last year, highlighting several sportspeople had seemingly been duped […]

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20 lessons is 20 years – Part 15

Feb 2019

Why a large weighting in the Resources sector is not suitable for investors looking for consistent dividends and low volatility By Anton Tagliaferro |  29 November 2018 Australia is one of the largest exporters of commodities in the world – we are the largest iron ore producer as well as being one of the largest producers […]

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20 lessons in 20 years – Part 11

Nov 2018

The lowest PE stocks are not always the most attractive By Anton Tagliaferro and Michael O’Neill |  26 October 2018 IML’s philosophy has always been to buy stocks with competitive advantage, recurring earnings, capable management at a reasonable price. There are several methods that can be used by investors to assess the attractiveness a company’s share […]

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GFC 10 years on: Time & Patience

Oct 2018

OUTSIDE THE FLAGS By Jim Parker, Vice President, Dimensional Fund Advisors October 2018 In Leo Tolstoy’s great novel ‘War and Peace’, a Russian general charged with defeating Napolean and expelling the French from Russian soil argued against rushing into battle, saying the strongest of all warriors were “time and patience”. It’s an observation worth recalling as the […]

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20 lessons in 20 years – Part 10

Oct 2018

Don’t overconcentrate your portfolio in bank shares By Michael O’Neill |  19 October 2018 Many Australian investors have long been able to sleep comfortably at night owning large holdings in “blue-chip” Australian bank stocks which have delivered high fully franked dividends and share price appreciation over many years. While Australian bank shares have done well for […]

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Market downturns, like this one, are to be expected

Oct 2018

16 October 2018 | Markets and economy It’s been awhile since there’s been a drop in the markets as sharp, broad and sudden as last week’s. A recap of where we stand US markets fell 3.1% (as measured by the Standard and Poor’s 500 Index), on Wednesday, followed by greater declines in Asia. The impact […]

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3 things you should never do when the stock market tanks

Oct 2018

In light of the recent volatility in both our domestic market and markets around the world, the following article that appeared on CNBC is worth a read by anyone with exposure to sharemarkets. As we keep saying, we can’t control markets, but by investing in good quality profitable businesses we can mitigate risk of loss over […]

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